KPB Sr. Manager Research Analyst

KeyBank•Brooklyn, OH

5d•$71,000 - $125,000•Hybrid

About The Position

Join a collaborative Manager Research team within Key Wealth’s Chief Investment Office. The team is responsible for sourcing, evaluating, and monitoring third-party investment managers across asset classes for high net worth and institutional clients. This role will focus on listed fixed income managers (including core, core plus, high yield, and global strategies), private credit (such as direct lending, opportunistic credit, and specialty finance), and other diversifying assets including infrastructure and hedge funds.

Requirements

A minimum of 3 years of relevant experience in investment management, consulting, or investment research.
Experience or strong interest in fixed income, private credit, alternatives, or diversifying asset strategies.
Bachelor’s degree in business, economics, finance, mathematics, or a related field (recommended).
Strong analytical skills and proficiency in Excel, PowerPoint, and investment databases such as Bloomberg or FactSet.
Excellent written and verbal communication skills.
Strong judgment, attention to detail, and the ability to work collaboratively in a team environment.

Nice To Haves

Progress toward the CFA charter or a similar professional designation is preferred.

Responsibilities

Conduct qualitative and quantitative due diligence on fixed income, private credit, and diversifying asset managers.
Source new managers and strategies and prepare written recommendations for internal stakeholders.
Analyze performance, risk, holdings, and organizational factors using internal and external research tools.
Participate in manager meetings, ongoing monitoring, and periodic review processes.
Contribute to asset class reviews, market mapping, and thematic research initiatives.
Support portfolio construction discussions, risk assessments, and internal model oversight.
Communicate investment insights clearly to colleagues across the firm.